Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

1 December 2025 US Monitor Why are tariff revenues falling short of everyone's projections?

  • The average effective tariff rate is currently just 12%, far short of the near-20% widely expected in spring.
  • China imports have dived; more imports than expected from Canada and Mexico are USMCA-compliant.
  • The plunge in the Cass Freight Index looks alarming, but it probably is overstating weakness in industry.
Samuel TombsUS
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